I have tried other CRM's in my career but none of them come close. The future of this product is incredibly bright and the cost to entry is so low that there is no reason not to give it a shot if you think it can help you. The Microsoft account management team will work with you to find the right fit for your needs and set you up for success.

Pros

I have used this software for over 7 years and over those years have seen it grow and improve at a remarkable rate. With the introduction of Flow/Power Automate and Canvas Apps the abilities of this business application stack are unmatched. You are truly only limited by your own imagination. Microsoft provides great account management resources that will help keep you on the cutting edge. From a price perspective, Dynamics is very competitive. What you get out of the box cannot be touched by any competitor namely, Salesforce. You will spend a fortune to get the same utility from a Salesforce implementation. Salesforce and competitors also do not have anything like Azure. Having all of your business application ecosystem under such an umbrella is incredibly powerful.

Cons

I have had less than ideal interactions with support. Mostly they are positive but often times they don't typically know enough about the product and will ask me for information that i already provided in detail upon initial case submission. That being said, this product is innovating and improving so much you can't possibly expect all the people supporting it to be 100% on top of their game. They SHOULD be but realistically you are going to run into people that are just intermediaries between you and someone that can actually help. This isn't really a Dynamics issue at all but you will need to rely on support if you go with an online installation.

Reasons for Choosing Microsoft Dynamics CRM

Cost is incredibly good, Azure, vibrant community of support. Microsoft is heading in a direction I am trying to go.

I have used CRM in D365 for a number of years, but have been recently through a reimplementation as the FieldOne Sky product was replaced with Field Service. This was a challenging project, but proved successful. We adopted the unified interface early on so had to deal with some bugs, but didn't want a lot of retraining right after implementation with the interface change.

Pros

The breadth of features across Field Service and typical CRM are impressive overall. The scheduling capabilities in Field Service (and now available for other scheduling items) are second to none (at least in other items compared to).

Cons

With the online version, we have run into few problems, but we do occasionally run into slow performance. This is not often, but when it does occur (slow page refreshes, especially in the scheduling tool) it can be painful for our users.

Reasons for Choosing Microsoft Dynamics CRM

Overall we are focused on Microsoft's technology stack, including Office 365. The integration options with D365, O365 and things like PowerAutomate and PowerBI for instance led us to keep Microsoft's product and reimplement.

May 2020

Youssef from WonderEight

Verified Reviewer

Company Size: 11-50 employees

Industry: Information Technology and Services

Time Used: Less than 2 years

Review Source: Capterra

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2020

Easy to use CRM solution

We've been using Microsoft Dynamics for a while now, we use it mostly to track customer support cases. Our Microsoft reseller helped us customize the CRM to our needs

Pros

What I like the most about Microsoft Dynamics is it's ease of use, the ability to easily track open cases and generate useful reports.

Cons

The cost per user could be one of the few cons compared to other cloud based CRM solutions

Reasons for Choosing Microsoft Dynamics CRM

The support and customization provided by local Microsoft partners was one of the main reasons for our choice.

July 2019

Julia from Reinhart Boerner Van Deuren s.c.

Verified Reviewer

Company Size: 201-500 employees

Industry: Law Practice

Time Used: Less than 2 years

Review Source: Capterra

Ease-of-use

3.0

Value for money

2.0

Customer support

1.0

Functionality

3.0

July 2019

There's Potential

We are not using the application at all in the way we had envisioned and I am looking at other Microsoft partners that could help as well as altogether switching to other applications for contact management.

Pros

I chose Dynamics 365 because we are already using Microsoft products and wanted a seamless integration to our CRM. I was drawn to the simplicity of the application and ability to customize within the application from the demo.

Cons

When I started working with a Microsoft partner to customize the application, I quickly became frustrated due to the number of errors and roadblocks that came with the integration and implementation process. I had evaluated our situation very carefully to ensure we had the required technical specifications and would be a good fit for our company; however, I was thrown off by the requirements that we could not face.

Reasons for Choosing Microsoft Dynamics CRM

Highly customizable Microsoft product for easy integration purposes

March 2020

AGNES from Waumini Sacco

Verified Reviewer

Company Size: 51-200 employees

Industry: Banking

Time Used: More than 2 years

Review Source: Capterra

Ease-of-use

4.0

Value for money

5.0

Customer support

4.0

Functionality

4.0

March 2020

Good System for Savings and Credit Coopertaive Societies

I loved Dynamics, its ease of implementation and use.

Pros

The system was easy to customize. We were able to add membership modules which captured all the biodata of the Sacco's membership which is roughly 20,000 members. This data could easily be retrieved at a click of a button without buffering or delays. We went ahead and captured passport photos and even digital signatures and ID photocopies of the members and the system did not crash. The reporting module is easy and simple, there are sample reports and we were able to also create so many ad hoc reports without a challenge. The reports we could export to different formats for further analysis out of Dynamics. The Asset management module also worked so well for us, we were able to have all the assets captured into the system and their depreciation done well and on time. We customized the Financial/operations module which captured the Sacco loaning/lending to the members and how they were able to repay the loans on time taking into consideration the loan aging process. Over all this is a good software but it needs some technical know how to customize and tweak areas of interest and you will be able to automate the whole business.

Cons

The software needs some improvement on the financial module. The new IFRS 9 Accounting Standard being implemented by savings and lending cooperative societies require that the data is captured accurately and the reporting is accurate. This is still a challenge.

Reasons for Choosing Microsoft Dynamics CRM

Dynamics was affordable and within out budget.

January 2020

Alexandru from Libra Internet Bank

Verified Reviewer

Company Size: 501-1,000 employees

Industry: Banking

Time Used: More than 2 years

Review Source: Capterra

Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

January 2020

One of the best CRM solutions out there

Great CRM experience, making easier to follow leads to contracts and to close customer-oriented workflows (incl. marketing campaigns etc.)

Pros

Easy integration in a windows-friendly environment, for both the cloud and on-premise deployment options. Straight forward configuration, clearly more security-focused compared to some rivals. Great customer support and other Microsoft products integration (this was to be expected).

Cons

Pricing model varies a lot for customers of the same scale. Administrative interface could be made a bit more user friendly. Bulk actions are sometimes cumbersome if there isn't already a predefined use case for them.

Over all experience has been good. It has helped us to show how many opportunities are won vs lost. Also helps track how many calls/visits are made in any given time frame. Also helps to show work loads etc.

Pros

I like that it is cloud based and can be accessed anywhere. Licensing is easy. Ability to be linked with Outlook makes it easy to add in data to CRM.

Cons

Some of the customization for reporting is not simple and takes a lot of time. They should make more basic reports available and an easier way to create custom.

Well help me to make a better plan about my costumers and provider, help me to manage my projects, time to response, a date to conclude all my task.

Pros

Easily to use, very helpfull about to keep control about duties, reduce costs, increase profitability, optimal resource management

Cons

pricing about it, cause it's too easy to performance

Reasons for Choosing Microsoft Dynamics CRM

cause pricing and support provide me a safety enviroment.

April 2020

Alejandro from TRG Development

Verified Reviewer

Company Size: 2-10 employees

Industry: Construction

Time Used: Less than 6 months

Review Source: Capterra

Ease-of-use

2.0

Value for money

2.0

Customer support

2.0

Functionality

3.0

April 2020

Outdated CRM

I was not able to have MS Outlook communicate with MS Dynamics and there was a horrible learning curve, which was a waste of time. Did not like there antiquated system. More options in apps.

Pros

What i enjoyed was the integration with MS Outlook, MS Word, MS Excel and MS Powerpoint. I was excited about the all 1 feature with MS Office.

Cons

The CRM was outdated and i could not keep up with entries to streamline my communication with clients. There was difficult in learning the CRM and training was not readily avaialble.

December 2019

Sarah from Paintline

Verified Reviewer

Company Size: 2-10 employees

Industry: Retail

Time Used: More than 2 years

Review Source: Capterra

Ease-of-use

2.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2019

Great customizable software but a pain to learn/set up!

Overall this can be a fairly complicated software if you're used to more simple PM websites like Trello or Teamwork Projects. However, it is so customizable that it will basically work for any type of industry you're in. It helps us see all of our data, projects, production, and customer service in one spot instead of using different websites/softwares for each aspect of the business. I would highly recommend Dymanics, but go through their internal team to get it set up and take some training sessions first.

Pros

This is by far the most customizable project management software I have ever used. It helps keep our entire team on track, from the customer service to product team. We are able to write all the necessary information into every single job and track where it is in our system. We love the ability to tailor this platform to our specific needs. You can pretty much make this software work for any type of company you're working in.

Cons

This can be extremely frustrating and take a long time to set up and learn. If you transfer information over from a previous PM software, be prepared for a ton of copying & pasting. Luckily the Dynamics internal team was able to set everything up for us with a little direction, and we were back a forth a lot to get the platform to where we wanted it to be. After that, it took many tutorials and training sessions to learn all the ins-and-outs of the website, but it was worth it in the end.

May 2019

Suthan from Cambio Software Engineering

Verified Reviewer

Company Size: 201-500 employees

Industry: Computer Software

Time Used: Less than 2 years

Review Source: Capterra

Ease-of-use

4.0

Value for money

5.0

Customer support

4.0

Functionality

4.0

May 2019

This product settles on choices simpler in light of the fact that the incorporated information is ac

Dynamics enables firms to join the current advanced period, and this cultivates the procedure of basic leadership, and encourage development. With Dynamics, it is anything but difficult to foresee the customers needs, and this empowers firms to get ready satisfactorily on the most proficient method to manage their clients. Elements is a simple to utilize apparatus, which is ingenious and rich. I cherish Dynamics capacities and abilities.

Pros

Simple to utilize, not costly, and easy to explore. Reconciliation with Outlook accessible for messaging. Its layouts are exceptionally helpful for comunicate news or tips to a business group. Coordination with other Microsoft items is extraordinary as well. Simple to redo, even a non-specialized individual can make new contacts, accounts,etc will be simple with Dynamics, no programming learning required. Client support is great with the FAQ and choices that are truly required. I can mass information to One Drive and access it synchronized with my work area. On the off chance that you make passages in a spot with no web, all information will be synchronized once web association is built up. It has a ton of additional items. The portable application is valuable for checking reports or access information when visiting clients or not before a work station. This CRM configuration permits compose all customers by classifications and access them quick and simple and recollect the customer history or significant things of the last contact or visit. All capacities you need are effectively accessible with a tick or contact. There are applications accessible for Android, iOS and Windows Phone.

Cons

It has issues when an update is discharged. Isn't easy to use for new clients or learners. Requires a long customization to begin running Sign in portable application is excessively moderate. An excess of reaction time. Unreasonable windows, tabs and screens can make it hard to first time clients. It needs a superior menu. It just backings Internet Explorer based programs. Somewhat moderate to information input if not tweaked, numerous fields not by any stretch of the imagination required. Sessions break is a bulky issue. Despite the fact that it might be vital for security I don't care for it in light of the fact that multiple occasions a conversing with a client takes quite a while and it's, significant. Poor and troublesome joining with Gmail might be an issue. No visit effectively accessible. It's moderate to spare information since it's cloud based. It relies upon web speed.

October 2018

Nagish from UNDP Pakistan

Verified Reviewer

Company Size: 11-50 employees

Industry: Non-Profit Organization Management

Time Used: Less than 12 months

Review Source: Capterra

Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2018

Best in the Bests, CRM and ERP all together

Microsoft Dynamics works the same the businesses works, if it comes to management it draws charts when needed, it provides accurate data to deeply analyses it and filters makes it easier to get the exact data which we want. Integration with Office 360, Sharepoint and Office Online which is the coolest part. The deployment was much easy as the cost of license and deployment was very low from any other competitor of Dynamics in the market. So it was a great experience to get familiar with Microsoft Dynamics and use it instead of using five to ten different apps to manage the same task. I will suggest everyone who is searching for the best CRM/ERP because nothing is better then Dynamics. I am very happy with the overall experience of Dynamics.

Pros

Everything in one place such as Sales, Marketing, Finance, Field service, Customer Service, Operations and the automation which is not available in other products that are in the market right now. Most likable thing is customer support of Dynamics which I didn't see any other ERP or CRM team provide. It enables me in a real sense to be productive, intelligent in decisions and it was very very easy to adopt. Accessing and managing from PC, Mobile or a Web Browser makes it more accessible and more powerful. The look and feel (Controls/features/UI) for a different kind of user is another best thing which makes it standout. Both Enterprise and Business edition are fantastic when it comes to their design and functionalities, and the integrations with office 365 and other social apps give a lot more control and features and security which no any other CRM or ERP can, that's why I love it.

Cons

It looks and feels kinda mashup of Microsoft Word, Outlook, Excel, etc then it's a bit difficult to use it with ease at the start, so the knowledge curve for the first time Microsoft product user is a little slower and challenging for the first time for the user who is not familiar with other microsoft products.

March 2018

alfredo from LarsonTechnology

Verified Reviewer

Company Size: 51-200 employees

Time Used: Free Trial

Review Source: Capterra

Ease-of-use

3.0

Value for money

3.0

Customer support

3.0

Functionality

3.0

March 2018

The simplicity of the tool. It was easy to get used to.Adding SKU in bulk is also dynamic and useful

Pros

1296/5000 Like any CRM software, Microsoft Dynamics 365 allows your company to share communications, leads and opportunities to make the most of your team's time and effort. I particularly appreciate the integration with MS Outlook, although the plug-in is still a bit hard and significantly slows down performance. Integration with the complete package of Microsoft products. Level of customization and integration in third-party applications. The variety of different business line modules allows you to be used by many more people / departments than ever before. The integration of LinkedIn has made the collection of Sales Analysis much easier and has accelerated my ability to find references and presentations for new businesses. The integration of Outlook is also simple and easy to use and allows the tracking of all communications within the Sales module with a click of a button. What I like most is that I can track so many things in one place for my clients. I can see all the previous contacts, both by myself and by others. It is a place for all the documents, able to keep track of the completed tasks, the history of the client, etc. Out of the box, the system is ready to go, so if you have never used a CRM before, you can start using it directly. It is very easy to import data using Excel templates generated by Dynamics so that it does not start completely from the beginning. The system is also very easy to customize without the need of any programming knowledge.

Cons

A single contact record can not be associated with more than one company. Many of our clients manage multiple sites, so we have many duplicate contacts. Users often find the system frustrating when it does not work, it can be slow, there are problems with it working on Edge, and there are limits to the available customizations. The connector of Outlook is difficult to use, we have downloaded it with mixed success, sometimes decreasing the perspective at unusable speeds and others that are not reliable to use. Although personalization has come a long way since the first versions, there are still some things that could be useful, such as the possibility of accumulating opportunities from secondary accounts in the main account registry. Opportunity totals can be easily accumulated, but not the actual opportunity list. Licenses are limited to full access or read only, something in between would be useful too. You can not see the exact amount of data stored in your entities. This is a big problem if Dynamics 365 only offers a limited amount of storage in the cloud by CRM. For example, I believe that the first limit of memory beings in the cloud is 10 GB for entry-level CRM users. Like us, we have a lot of integration data and add-ons, which would be very nice to understand the amount of data that. It is not customizable for our commercial use. It is not a product as effective as something built for our commercial needs, like the Megaphone.

December 2018

Shashank from CQU

Verified Reviewer

Company Size: 1,001-5,000 employees

Industry: Hospital & Health Care

Time Used: Less than 12 months

Review Source: Capterra

Ease-of-use

3.0

Value for money

4.0

Customer support

3.0

Functionality

4.0

December 2018

Microsoft Dynamics an Honest Review

It's a CRM that is easy to use once you have gotten the hang of it, if you are a person who uses these applications there will be no problem here. It's got excellent integration with Microsoft services and anyone who has used these services will feel right at home. It's a must need for any business as it acts as a central hub to know all about your clients, your sales, marketing, finance and various other customer service options. It's customization options are also very easy to use allowing you to optimise your experience. However there are some negatives mainly being the slow data upload speed due to it's cloud based saving experience, it's mobile experience is also not too great as it runs very slowly. Duplicate contacts are also a hassle to deal with in this software. Overall great software to use with just some minor problems that can be fixed.

Pros

Everything that you'd need in a sales field is here, to put in simple terms putting sales, marketing, finance and customer service options. It is not anything unknown and someone that uses CRM softwares will feel right at home with this software. I like that I can track anything i want to know about all of my clients and its ease of use is immaculate if you are someone who has used these kind of programs before this is a very good product to use. You don't need any programming knowledge or any kind of other external knowledge to customize the system to your liking. It's integration aswell with it's other microsoft parties is excellent this is something that most third party CRM softwares don't have hence making this CRM software the best one to pick if you want to manage your business.

Cons

The customization options while available aren't numerous and there is a limit to the number of customization options I have. Furthermore while the app runs well with it's other Microsoft services it doesn't run very efficiently especially in the phone. A way to deal with duplicate contacts as many people use the interface and this leads to duplicate contacts. Difficult to use at start, gets easier later on but is difficult to use at start. It also supports internet explorer based browsers. It's also a bit slow to save data because it is cloud based, this may vary due to internet speed but in my testing it was a bit slow.

August 2019

Shahid from Optymyze

Verified Reviewer

Company Size: 501-1,000 employees

Industry: Information Technology and Services

Time Used: More than 2 years

Review Source: GetApp

Ease-of-use

4.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

August 2019

Dynamics CRM is the leading industry CRM

Our sales process has improve and the processing time has been reduced for all orders. Dynamics has empower our sales team to make right decisions, they feel equipped with all necessary information. We are able to create better visibility for everyone and work sales performance management.

Pros

Reporting is made very easy with Dynamics, there are so many inbuilt templates for report and dashboard which can serve most of the needs. Our Sales flow has improve with Dynamic in place with better lead management. Sales team is most benefited as they feel equipped with the necessary information and they achieve better results. Page layout is very user friendly for all records, like opportunity, quote, account. The support team is very prompt and helpful, with their help you can use Dynamics to the best of it capabilities.

Cons

The only thing that I come across is, inline edit capability is not available in the reports. Apart I am very happy and satisfied using Dynamics

January 2019

Anonymous

Verified Reviewer

Company Size: 501-1,000 employees

Time Used: More than 2 years

Review Source: Capterra

Ease-of-use

4.0

Value for money

3.0

Customer support

3.0

Functionality

3.0

January 2019

Dynamics 365 for Sales

Pros

- Its very intuitive specially after the unified interface introduced by Microsoft we have a seamless interface across all platforms including Web, Tablet, Mobile. - Integration with any system including MS office, Outlook, Dynamics AX, NAV, GP is pretty straightforward after the advent of CDS platform. - The power platform (Power BI, MS Flow, Power Apps) is a power pack of creating very handy utilities for your business. - With power apps i have created multiple apps for my business users with zero programming skills. -Power BI platform allows you to create comprehensive reports using OOB templates available for Sales, Service Management etc. - The licensing is pretty straight forward and generous. With one Customer engagement license i was able to utilize almost everything under the Dynamics 365 umbrella including power apps, power BI and MS Flow etc.

Cons

- The mobile application is not very great. There are very frequent crashes and it just doesn't provide that experience which an end user expects out of such a great platform. However, MS had made up for it by introducing the power apps feature. - Some features are just too hard to implement. It all looks good from the list of features that the platform has to offer but when you actually want to implement it, the data required to simulate that feature is a piece of work e.g. Sales AI, Relationship Assistant

I used Microsoft dynamics together with other Microsoft software programs such as office 365. I observed that the program is a enterprise resource planing program suitable for customer relationship management.

Pros

It offers a well-known client experience thus offers the conventional look and feel of a Microsoft item. In case you are acquainted with Office items or you are utilizing SharePoint at work for your framework, at that point this is a strong choice to consider. It works the same locally or in the cloud. Users can utilize Dynamics Customer Relationship Management in case you are utilizing on-premise information stockpiling, are 100% in the cloud, or utilizing a half breed arrangement of information the board. Microsoft dynamics doesn't expect users to buy framework. There are zero foundation ventures that users should make. Users are not required to keep up this stage either, in light of the fact that Microsoft handles everything at their end. The duty of users is basic: input significant data into the Customer Relationship Management framework, at that point use it.

Cons

It is streamlined to work with other Microsoft items. Microsoft Dynamic expects users to know their stuff, thus at the point when new businesses initially get moving, the business procedure may not be as smooth as it should be. There probably won't be an information following instrument or system set up to catch client information, potential leads, and other basic data for the business channel. Microsoft Dynamics sometimes does not take into account server code alteration.

October 2018

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Time Used: Less than 2 years

Review Source: Capterra

Ease-of-use

4.0

Value for money

5.0

Customer support

3.0

Functionality

5.0

October 2018

Microsoft Dynamics 365 is great for CRM and PSA

We switched from Salesforce to D365 because we needed a more cost-effective system that would allow us to track our work from open opportunities to project completion (i.e., seamlessly go from CRM to PSA functionality). The D365 UI did take some getting used to after being on Salesforce for so long, but once we got used to it, the D365 UI is very easy to use and intuitive. Our transition was fairly smooth (it was just a 3-month project) and we have been very happy with the switch.

Pros

There are a few things that I really love about Dynamics 365 (D365): 1. It has fully integrated Customer Relationship Management (CRM) and Professional Services Automation (PSA) modules. With many other CRM systems (e.g., Salesforce), the CRM and PSA modules are completely separate systems and you have to spend time and money integrating them. 2. It is fully integrated with Office 365. In other systems, connecting to Outlook or Excel can be a hassle and/or feel like you're going "ouside" the system. With D365, working in and out of Office 365 is just seamless. 3. The cost! D365 is extremely cost effective, especially when compared to Salesforce.

Cons

My two big dislikes for D365 are: 1. In order to fully administer the system, you need to be both a D365 admin and an Office 365 admin since some functions (like adding new users or exporting audit logs) require you to go into the admin screens of both systems to accomplish it. 2. The system can often be very "Microsoft," meaning that some things are both incredibly powerful and helpful, but also incredibly finicky and/or difficult to use... all at the same time.

April 2018

Anonymous

Verified Reviewer

Time Used: Less than 6 months

Review Source: Capterra

Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

April 2018

This software makes decisions easier because the integrated data is available with a touch

It's a CRM quite easy to use

Pros

Easy to use, not expensive, simply to navigate. Integration with Outlook available for e-mailing. Its templates are very useful for comunicate news or tips to a sales team. Integration with other Microsoft products is great too. Easy to customize, even a non-technical person can create new contacts, accounts,etc is going to be very easy with Dynamics, no programming knowledge needed. Customer support is good with the FAQ and options that are really needed. I can bulk data to One Drive and access it syncronized with my desktop. If you make entries in a place with no internet, all data will be syncronized once internet connection is restablished. It has a lot of add-ons. The mobile app is useful for checking reports or access data when visiting customers or not in front of a desktop computer. This CRM design allows organize all clients by categories and access them very fast and easy and remember the client history or important things of the last contact or visit. All functions you need are easily available wth a click or touch. There are apps available for Android, iOS and Windows Phone.

Cons

It has problems when an update is released. Is not user-friendly for new users or beginners. Requires a long customization to start running Sign in mobile app is too slow. Too much response time. Excesive windows, tabs and screens can make it difficult to first time users. It needs a better menu. It only supports Internet Explorer based browsers. A little bit slow to data input if not customized, many fields not relly needed. Sessions time out is a cumbersome problem. Although it may be necessary for security I do not like it because many times a talking with a customer takes a long time and it's very, very important. Poor and difficult integration with Gmail may be a problem. No chat easily available. It's slow to save data because it's cloud based. It depends on internet speed.

March 2018

Anonymous

Verified Reviewer

Time Used: Less than 12 months

Review Source: Capterra

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2018

Excellent, helps to manage specific business functions, such as financial, sales, marketing, etc.

It allows you to transform your business for the digital era, giving you the ability to innovate quickly, move new products to the market, develop meaningful relationships and win new business virtually anytime and anywhere. With the power of Microsoft's cloud, CRM and ERP capabilities for productivity applications can identify and capture new opportunities. With Microsoft Dynamics it is possible to anticipate the needs of the clients, execute decisions, give integral, innovative and audacious solutions that reinvent products and processes. This is a software that allows solutions to commercial management since a more complete solution is given to those available in the market, it also helps improve marketing, sales and contact with your customers to boost organizational efficiency.

Pros

I like the service applications that help manage specific business functions, such as financial, sales, operations, marketing, or service automation. As well as, the power of Microsoft's cloud, the CRM and ERP capabilities for productivity applications that allow identifying and capturing new opportunities, since all the key parts of the business are connected. I also like that it is empowered to collaborate in different geographies, it gives you the ability to make decisions, take advantage of new trends, interrupt, and above all adapt. It is wonderful because the connected systems, allow in real time to obtain all aspects of sales and operations are easily optimized and controlled.

Cons

What I like least about this software is that it is more difficult for older staff to assimilate, and for small companies where there are perhaps few employees and finances are carried out manually, it is less useful, it is less useful, I think it is not designed for SMEs. In addition, I believe that the factors that do not make an economy stable are not taken into account, as in Venezuela, where almost every day of the bolivar varies with the dollar and many small businesses have chosen to offer their products and services in dollars for avoid losing their income and maintain the financial stability of the company, for them the application of decision making would be uncertain, however, following the example of Venezuela, for companies that make profits in bolivars is equally difficult to maintain a price that does not vary , and this software does not take into account this type of variation so close that an organization could be forced.

June 2019

Stefon from CACI International Inc

Verified Reviewer

Company Size: 10,000+ employees

Industry: Information Technology and Services

Time Used: More than 2 years

Review Source: Capterra

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

June 2019

Dynamics is always great for finance, sales and marketing.

Dynamics Microsoft always allowed me to track the incomes, billing ,sales, taxes and marketing. I can easily store the data for the good customer services in a more efficient way. Hence it is the useful software for the good customer reporting.

Pros

Dynamics Microsoft has superb customization services and we can easily learned to use this Microsoft due to high intuitiveness. Dynamics is the best proprietary management software. That's why we use this software to manage our finance, sales and marketing in a more efficient and in quickly way. The another benefit that this software provide us that we can easily store the data for the best customer services. Through this software we can easily manage our business in a more efficient way.

Cons

Dynamics Microsoft is very easy to use and we can easily utilize. But one problem that you faced while using this software is that sometime we cannot easily create views and charts of our data.The another problem that you faced and it create a little bit problem for us that when we store large amount of data for the best customer services then we you open the documentation after sometime then some errors show on the screen without any reason. But otherwise this software is always best for finance, sales and marketing.

June 2019

Susan from Verizon

Verified Reviewer

Company Size: 10,000+ employees

Industry: Information Technology and Services

Time Used: More than 2 years

Review Source: Capterra

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

June 2019

Dynamics is the best proprietary management microsoft.

Dynamics Microsoft is very versatile because it helps us in business. I can easily manage my accounts and finance in a more efficient way with the help of this Microsoft. IT can also allow us to apply our knowledge and skills to the Microsoft Dynamics in a more efficient way. I would recommended this Microsoft to other peoples because it is very easy to use and quite handling.

Pros

Dynamics has fully integrated Customer Relationship Management (CRM) modules. The one thing about this software is that it can better provide the opportunity to manage our business such as finance, sales and marketing with operations. Through this microsoft we create new services cases as well as we can also use this microsoft for the accounts and sales related features. Hence this microsoft is very versatile because it provide us the good customer data storage.

Cons

The one and most obvious thing about the Microsoft Dynamics is that it lacks the good customer relationships and services. The other problem that you faced while using the Microsoft is that it require a long customization to begin running the business. The other difficuty that you faced is that you cannot see the exact amount of data stored in your entities. But to conclude that Dynamics is the best proprietary management microsoft.

April 2020

Braden from Best Packaging, Inc.

Verified Reviewer

Company Size: 11-50 employees

Industry: Machinery

Time Used: More than 2 years

Review Source: Capterra

Ease-of-use

3.0

Functionality

4.0

April 2020

Solid ERP System

Overall it's a solid system. Definitely worked well for true ERP functions in our organization. My only words of wisdom for someone planning on using Dynamics, whether it's a new implementation or a changeover, would be to set it up correctly from the start and maintain a growth mindset when doing so. Don't allow yourself to be pigeon-held, because you could be paying for it later.

Pros

Dynamics worked well for the actual ERP side of the business. It allowed us to consume materials and turn WIP into finished goods, assign costs, and complete materials incredibly well. The primary function that we used it for was production and accounting, which it performed particularly well. We had a quick change-over from our old system to our new one when implementing Dynamics.

Cons

We had trouble optimizing the ERP for our application. We attempted to activate numerous modules like WMS and TMS however we couldn't successfully do so due to the way the production module was configured. As a result we were essentially forced to use work-arounds to accommodate inventory and transportation needs for WIP and finished goods. In fairness, although our change-over was rapid, we might have done so too quickly which didn't allow us to optimize those additional modules in the system.

August 2018

Jason from Centennial Equipment

Verified Reviewer

Company Size: 11-50 employees

Industry: Machinery

Time Used: More than 2 years

Review Source: Capterra

Ease-of-use

2.0

Functionality

4.0

August 2018

Not the best solution for a small business

CRM software can be a real game changer for a business, but it is important to do a lot of research beforehand, because changing systems can be difficult and expensive to migrate all of the information.

Pros

The integration with Outlook is nice because it is available as long as Outlook is running, which is all the time for most people. It also has a very comprehensive set of options, which can be configured for most businesses.

Cons

The fact that it is integrate with Outlook, means that any time you open a view into something, it will open a browser window to display that information. They have allowed you to select with Browser you would like to use in later versions of Dynamics. But what happens is that after you open a few windows, it starts to get confusing because once you click off the window, there may be 5 or 10 other Dynamics labeled pop-up windows to move through to find the one you were working in. It gets fairly cluttered. Also, this is not a system that the "Advanced" user can configure for their Small Business. It is a VERY complicated system that requires quite a bit of coding to make operational. There seems to be very little "Out of the Box" functionality like some other CRM solutions have.

October 2016

Mark from Shamrock Trading Corp.

Verified Reviewer

Company Size: 201-500 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra

Ease-of-use

4.0

Value for money

5.0

Customer support

4.0

Functionality

4.0

October 2016

Easy to configure and customize

I have been working with Microsoft Dynamics CRM for 8+ years now and have seen the evolution of the application. The most recent versions have many great features and functionality for users, as well as developers and administrators. The platform allows for fairly easy integrations to other applications, including Microsoft Outlook, which makes Dynamics CRM a much more powerful tool. The licensing cost is lower than most CRM systems, and the support from Microsoft is usually better too. This application is great not only for a sales perspective, but also a service and marketing aspect. Lastly, Microsoft allows for both cloud-based and on-premise versions of Dynamics CRM. This allows for more flexibility and sense of ownership of the overall system. I would definitely recommend Microsoft Dynamics CRM to any business, big or small.

Pros

Flexibility (online or on-premise), ease of use, open platform for advanced customization's and configurations, lower licensing cost, and good support from Microsoft.

Cons

System performance can be a little slower if your CRM instance has several integrations or processes (workflows) running. Also, their marketing add-ons are not a robust as what other CRM systems offer.

February 2020

Jim from SWITCHCRAFT INC

Verified Reviewer

Company Size: 201-500 employees

Industry: Electrical/Electronic Manufacturing

Time Used: More than 2 years

Review Source: Capterra

Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2020

Microsoft NAV / Navistion

love the elegance of the the 5 main journals, but they talk a while to understand and master

Pros

I am the IT Manger of my company I Co-lead the project to implement / help desk / administer Microsoft Dynamic NAV on a daily basis. I like that this product has an all in one mentality to a bunch of modules linked together. We can get data out of the system to make good business decisions quickly with SQL

Cons

NAV works great 99.99% of the time, and we run close to a million transactions through the system in 2 years, but when a transaction goes bad... it can get real ugly to fix or figure out. Many time in this situation we are at our Gold partner's door need help

October 2016

Joshua from Dolese

Verified Reviewer

Industry: Building Materials

Time Used: More than 2 years

Review Source: Capterra

Ease-of-use

4.0

Value for money

5.0

Customer support

4.0

Functionality

3.0

October 2016

A great product

I have managed 2011 On Prem and 2015 Hosted deployments and I have enjoyed both. When deployed within the MS stack it is easily managed and extended though custom development becomes a little trickier when bolting on to other resources outside of the MS stack. Overall usability is fantastic and I have always had an easy time gaining valuable buy in from end users, that level of engagement always makings development, testing, and training much easier. Dynamics is a robust tool and is often under utilized when deployed, I am a big fan of the marketing tools.

Pros

Customizations (workflows, views, etc..) are easy to create and manage.

Cons

Like any Microsoft product, the errors can be vague and difficult to troubleshoot.

April 2018

Anonymous

Verified Reviewer

Time Used: More than 2 years

Review Source: Capterra

Ease-of-use

4.0

Value for money

4.0

Customer support

3.0

Functionality

3.0

April 2018

6 years working directly with the system, implementing modules and solving transactional issues.

Easy to use and the system has what it takes to manage a high level business.

Pros

It is very easy to use, new users adapt to the way of consulting or generate transactions in the system quickly. It is easy to extract and import information to the different tables. For audits, the system has a change log which shows in detail who affected the data and the values before and after. For pricing, the system handles in a simple way the various prices to customers, even within a client you can have several categories with different prices depending on the commercial negotiation with the client. Finally, the system allows you to access all historical and transactional data to generate reports and help as a reference for decision making.

Cons

The basic version of the system does not have a basic reporting module. all the analyzes were done in excel with the data extracted from the system. On the other hand, it does not have a robust module for managing fixed assets, measuring profitability, etc. The system is very transactional. At least it is my experience with the module purchased by the company at that time.

August 2018

Mauricio Alexander from Consis International

Verified Reviewer

Company Size: 201-500 employees

Industry: Computer Software

Time Used: More than 2 years

Review Source: Capterra

Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

5.0

August 2018

One of the best ways to offer a first class service to your clients

In general it is a very complete CRM that allowed me to go a step further in terms of marketing and the projection of my service to my clients, naming the portfolio of potential clients, giving me more field of work.

Pros

One of the advantages of this CRM with respect to others, is that it combines all its Office applications with its own operation, making the learning curve shorter, seeing productive results much faster, it is cross-platform and accessible from anywhere, so you can always be aware of your customers, offer services and know if they have any questions or requests about the development you are doing for them, or the service you offer, their functionalities with respect to marketing are very complete and powerful, print graphics based on the impact of your campaigns, how many customers you got, all these data allow you to create and improve your marketing projecting your product more and more.

Cons

The price increases a lot as you are adding more users or require more features, you must keep in mind what you need and in advance to know or have a notion of how to use it to be worth the expense

March 2019

Jonny from Key Group

Verified Reviewer

Company Size: 201-500 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra

Ease-of-use

2.0

Value for money

3.0

Functionality

3.0

March 2019

Functional if clunky enterprise database solution

The functions of Dynamics CRM are what sets this product out as one of the best out there. However, that doesn't mean it is at all easy to use for a novice or intermediate user. However, from a business stand point it is reliable and has served us well over many years.

Pros

When it comes to information storage and retrieval, Dynamics works well. The available data fields for customer data are extensive which make sorting vast amounts of data easy. The different functions available to marketers is very good as it allows us to segment pretty much any type of data as and when it is received. The integration of Dynamics with various APIs has also been easy for us, whether it's our front-end website or a 3rd party API like Trustpilot.

Cons

The interface is very dated. If you don't know quite how to do something you are going to struggle as it is very much busy menu after busy menu. The logic behind the user journeys doesn't seem quite right and there is a real lack of thought gone into making the software work well in the modern IT age. It can also be very expensive depending on what you need out of the product.

May 2018

Exson from Fondo de Compensación Interterritorial

Verified Reviewer

Time Used: Less than 6 months

Review Source: Capterra

Ease-of-use

5.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

May 2018

Is a line of business resource planning software for the optimization of the organization.

Is a program that offers a series of tools, complementary information, organization methods, and load templates of basic information that were used for the determination of processes of our organizations being a guide of great help. Allowed to define the processes of the instances of support for the executive direction, the objectives of the substantive directorates, and the goals of the regional instances, through integrated actions in the short, medium and long range.

Pros

I like it for the following reasons: ability of the program to adapt to the operational requirements of the company based on standard and reliable industry technology. It is easy to acquire and use by the organizations that start in the productive processes. It has a model of extensible data and allocation tools that facilitate the creation of solutions that meet the expectations and needs of the business. It offers personalized access to the information that organizations need. Tool based on systematic and holistic approaches to productivity applications, which allows the development of actions that meet the expectations of organizations. It allows the selection of an implementation model adapted to the needs of the organization and its information technology, with the flexibility to change the implementation model at any time, adjusting it to the company's objectives or preferences.

Cons

During the start-up of a model at Microsolf Dinamic for the evaluation of projects with viable purposes, a series of discomforts were presented in the implementation process because it was not adapted to the organization, for when a lot of time was spent looking for ways to adapt the models offered by the system and benefits to the demands of the company. It is a structured, organized and defined program for a high level company, because, when using it for organizations that are starting, it is difficult to implement the tools. presenting the risk that said program is not the one indicated for the organization. It is recommended to define the characteristics, objectives, goals, processes, structures and functions of the organization before starting its use.

November 2019

Anonymous

Verified Reviewer

Company Size: 10,000+ employees

Time Used: Less than 2 years

Review Source: Capterra

Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

November 2019

Microsoft Dynamics

My overall experience during the implementation was not very good. However, I now enjoy using the software very much and its much better.

Pros

I like that Microsoft Dynamics is easy to use and has many features to manage customer information. In the beginning it was slow and difficult to use. However, Microsoft has stepped up it's game and fixed many of the issues it had. I also like that it the tool interacts with other software to make our job easier.

Cons

I don't like that it can get very slow at times. Additionally that the engineers are not very flexible with features changes, however, i am sure they have a reason for this.

April 2019

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Time Used: Less than 12 months

Review Source: Capterra

Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

April 2019

Dynamics CRM helps in achieving ‘overall objectives of a business’

It's not limited to a CRM, but an integrated package connected to a wide range of Microsoft resources. The back up by Microsoft professionals will definitely help for customization and gain the full potential of the system.

Pros

Every business wishes to cherish her customers. Therefore CRM has become a professionals responsibility for which many CRM products have evolved in the business world. Microsoft Dynamics 365 CRM has undoubtedly become the professionals choice for obvious reasons. As Dynamics CRM smoothly integrates with other Microsoft products it’s a preferred choice of many. It off-loads a professionals weight and utilizes time and efforts for strategic responsibilities. The enormous knowledge base of Microsoft has been incorporated into Dynamics CRM to maintain the existing relationships with customers, use that relationship to retain those customers, generate profitable leads using those relationships in order to reach corporate objectives. Additionally features such as accessing professional social media such as LinkedIn brings extra benefits in expanding connections and finally generate sales leads. For larger organizations, Dynamics offers additional business lead packages with extra costs. For IT savvy users, the wide range of features would not be a concern as familiarization with the system patiently would offer many benefits in managing work schedules. Moreover being systematic and up-to-date with customers’ matters will bring prestige to an organization in addition to extra sales. I feel it is worth investing in Dynamics CRM in comparison to benefits.

Cons

Affordability is an issue for small companies.

June 2019

RANDY from AHD

Verified Reviewer

Company Size: 11-50 employees

Industry: Information Technology and Services

Time Used: More than 2 years

Review Source: Capterra

Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

5.0

June 2019

Dynamics is great!

We are impressed with the customization on the Cases features, and how we can create required and no required fields. Also how the accounts are located, and fill in the case details by default. Overall we are very happy with the product and recommend it to anyone who is needed a CRM for case and sales tracking.

Pros

We use dynamics to track incoming cases for one of our larger customers. We create new services cases, as well as use the Accounts, and Sales related features.

Cons

The Save Icons are sometimes too small and hard to find.

Reasons for Choosing Microsoft Dynamics CRM

Easier to setup and create a case form for tracking.

June 2019

Jerome from Ghana Red Cross Society

Verified Reviewer

Company Size: 11-50 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: Capterra

Ease-of-use

3.0

Value for money

4.0

Customer support

3.0

Functionality

4.0

June 2019

Top CRM Software -Great To Use

It has enhanced graphics features and is the best CRM tool I have used so far.

Pros

Microsoft Dynamics does integrates with Outlook and even Microsoft Office so I am able to use Microsoft Dynamics or Outlook to correspond with clients and business partners. Its very user-friendly and new users can easily find accounts and account information on one screen with links to various contacts. As the dashboards are very easy to customize, it is also easy to install third-party managed solutions into Microsoft Dynamics CRM right from the marketplace where you can search for all other useful solutions. Last but not least feature of this App is that it has very brilliant reporting features in views where users can create and export them to Microsoft Excel for further processes.

Cons

1. When it comes to metric calculations the tool is quite complex on that curve. It should be made to execute calculations with ease. 2. The tool could be very complex for novice users. Both interface and features. 3. Payment methods with Microsoft Dynamics AX like ACH and Wires are quite passé. The experience with these modes of payment can be a little clumpy. 4. The capability to export data is complex to develop and set up for various entities. Users must create their own query and manage rather than one saved query that can be accessed by various users.

July 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Time Used: More than 2 years

Review Source: Capterra

Ease-of-use

3.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

July 2018

Robust CRM with extended features

MS Dynamics is indispensable for our management training company. I'd like to give a shout out to XRM which does a spectacular job of supporting the product.

Pros

It sustains our business. We have a multi-stage sales process and we've set up the CRM to support each step. The workflow flows nicely and we've created dashboards which incentivize our sales team. There are add-ons available which enrich functionality; for example we add leads and contacts to marketing lists which sync with Mailchimp.

Cons

The user interface could be better. It reminds me of UIs circa 2001. There's a feeling that it's been developed for techies by techies. If Microsoft took the time to improve the interface for the end user (allow users to customize their own forms using drag and drop, for example) it would be an outstanding product. Another shortcoming is the amount of customization which requires writing code. Some things which should be straightforward to customize using workflows actually require a programmer.

April 2018

Luis from Consis International

Verified Reviewer

Company Size: 201-500 employees

Time Used: Less than 2 years

Review Source: Capterra

Ease-of-use

4.0

Value for money

2.0

Customer support

4.0

Functionality

5.0

April 2018

Take a step forward in the management of your company.

Have a complete tool for the management of the company, where they manage and control all the managerial aspects that drive the development of the company.

Pros

This program is very complete, allows you to jointly manage the planning of your business resources and customer relationship management, it is also very intuitive because it is handled in a similar way to the most popular Microsoft programs, so it will be very easy to implement in the company and the learning curve will be very short, with this program you will be able to automate and relate several financial processes with the time of development per project, which allows you to have a generalized vision of how much you will earn, so project your earnings and lost, in addition to having first-rate tools for the relationship with customers, sending requests and progress reports for each project, the features it offers are very useful and the benefits are enormous.

Cons

The cost is high, of course it is a widely complete service, but you must have the economic previcion to face the expense, in addition to training the staff that will use it to get the most out of it.

May 2018

Carlos Alberto from Centro Nacional de la Cinematografía CNAC

Verified Reviewer

Company Size: 51-200 employees

Time Used: Less than 2 years

Review Source: Capterra

Ease-of-use

5.0

Value for money

3.0

Customer support

5.0

Functionality

5.0

May 2018

It is a platform that allows responding to the needs of small, medium and large companies

Through the management of this platform it is possible to obtain professional tools that help in the Optimization of your business operations

Pros

It is a business resource planning platform capable of bringing together all the needs according to the specific characteristics of each company. It allows you to start with what is strictly necessary and move forward as business needs change. Each company (regardless of its size, sector or business model) can build its own Dynamics 365 with its different applications. With this tool you can use digital intelligence to be closer to customers and optimize operations. As well as reinventing products, services and business models. Through the management of this platform it is possible to obtain professional tools that help in the Optimization of your business operations

Cons

It is complex to work without knowledge without receiving an induction of the different phases of the program to understand and work on it, so a large percentage of users end up using the program a little, we can run the risk that it will not be effective and adaptable for our company as it could be for another.

November 2018

Anonymous

Verified Reviewer

Company Size: 1,001-5,000 employees

Time Used: More than 2 years

Review Source: Capterra

Ease-of-use

5.0

Functionality

4.0

November 2018

Great organizational-level solution

Pros

I have used DynamicsCRM for two different organizations. What I like most about the product is the level of customization that has been made available for organizations to change the display/interface of the data to even individual team members in different roles across the organization. While the raw Dynamics CRM environment can be a bit of an 'overload' (especially for front office staff who may only need 1 or 2 bits of information), these customization options allow for organization/industry specific changes as well as a more user-friendly experience

Cons

While the customization options are great, there are a few key bits that are 'frozen' (for the lack of a better term), and cannot be changed/edited/removed. As the program is designed for a more sales-focus organization, these 'hold-overs' has caused a bit of an issue with my current non-profit organization which has customers, but not in such a sales-driven fashion.

October 2018

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Time Used: More than 2 years

Review Source: Capterra

Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

3.0

October 2018

Microsoft Dynamics - Customer Review

out of 10 i will give 8. functional and UX wise i have no comments. they know what we needed. pricing and overall optimization need to check, especially on premise model. ad dons are doing well security improvement are expecting upcoming versions.

Pros

As usual Microsoft Products are user friendly, their UX is better than any other competitors. since most of the users are familiar with Microsoft product such as Word/Excel, they could not feel any difficulty to use the product at first time. feature wise its dynamics in all aspects we can add more functionalities and do customization. very adaptive approach with authentication. since we concern about security and audit there are many method to do that.

Cons

off course about the pricing, since we are using multiple Microsoft product, Microsoft really look in to the pricing. also need to consider mid scale companies 100-500 user category. we have budget limitation, i think this is the only reason MS loose lots of opportunity.

December 2018

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Time Used: Less than 2 years

Review Source: Capterra

Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

December 2018

The ERP and CRM system for top class organisations

If you are in search of a stable ERP and CRM software but are not driven by a need for a custom built platformm, don’t hesitate, buy Dynamics by Microsoft

Pros

1. The interface is so easy as it's built on the very familiar Ms Office line 2. The cloud support and user-specific sharepoints that can be sent to multiple collaborators makes Dynamics a must have for any serious organization with any sort of horizontal organogram 3. Rather than build a new GUI, Microsoft did well to just integrate current Office products but allow integration with other third party apps like SAP and Quickbooks

Cons

1. Its is built for Edge and native Internet explorer, very slow browsers by Chrome standards. This means that some compatibility issue when using other Non-Microsoft browsers will cause a few sighs of frustration in the course of the product use 2. At this time and age, Microsoft can do more than only allow 10 GB cloud storage for entry package when the competition starts off at around 40-80 GB cloud space 3. Customization is a pain, which is expected as Microsoft are not known for allowing open source inclusivity

November 2018

Toby from MeridianLink

Verified Reviewer

Company Size: 201-500 employees

Industry: Computer Software

Time Used: More than 2 years

Review Source: Capterra

Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

November 2018

CRM Software with wide capabilities

We use this for project tracking integrated with MS Project. We also using this as our Support ticketing system. Both of these are positive experiences. They are many things that could be improved in the workflow to allow for less clicks and an overall more efficient process, but it has served us well.

Pros

This software was good for integrating details from sales as clients were prospects/leads to when they were clients in our support organization. Good for tracking project details, project tasks, timelines, costs estimates vs. actual costs. Tracks time billing for resources and allocates time to appropriate projects and/or cost centers. Allows for lots of integration for custom tools. Utilized in a global company with very unique differences by country and/or region.

Cons

Pretty heavy implementation process. We utilized our own customizations and that meant when Dynamics made changes we had to make development change. This produced some unexpected overhead.

May 2019

Chris from Mayne Inc.

Verified Reviewer

Company Size: 51-200 employees

Industry: Construction

Time Used: More than 2 years

Review Source: Capterra

Ease-of-use

2.0

Value for money

3.0

Customer support

2.0

Functionality

4.0

May 2019

Lots of Features, Difficult To Customize

We currently use Dynamics for all aspects of our business from order entry to inventory to accounting. As noted, we even started using it for our production scheduling. In order to have all these aspects be controlled by Dynamics, we've spent a lot of time and money developing this software and customizing it to our needs. It isn't perfect, but it does the job and we're happy with the functionality.

Pros

Dynamics is a blank sheet for a database program. There is so many functions available with this software, that you can get overwhelmed very easily. With what we do use, it has helped control our inventory, sales orders and accounting within a single software. We've even started using it for production scheduling.

Cons

This software is very generic out of the box and requires a knowledgeble person to maintain/format it for proper use. With the team that we have, we've been able to do such that. However, without that team, this software wouldn't have helped us at all.

January 2018

yogendra kumar from bharti airtel limited

Verified Reviewer

Company Size: 501-1,000 employees

Industry: Information Technology and Services

Time Used: Less than 2 years

Review Source: Capterra

Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

January 2018

Amazing business software

I find that it combines everything I need to do with relative ease. Excellent analytic's make this a winner for me. Allows me to track sales with ease and is bundled in a reasonable price.

Pros

Offline access. Tight integration with Microsoft products. Multiple dashboards. Built-in marketing and automation tools.It helps in sales, marketing, and customer service professionals track which customers they've spoken with, when they spoke, and the topic under discussion.Very graphic and visual interface; the homepage is a series of graphs that illustrate metrics related to customer opportunities. It also categorizes opportunities based on how far along they are in the sell cycle.

Cons

software nice but Expensive. Steep learning curve. Difficult-to-find trial.Integration of all the processes of the company in a single solution, applications that were independent for each area were eliminated.The layout looks like that of a amateur program. There is alot of white space, and it just feels lacking in features. Other than record customer data and display it back, it doesn't do much of anything.

January 2019

Jessica from Alaska Northern Lights

Verified Reviewer

Company Size: 2-10 employees

Industry: Alternative Medicine

Time Used: More than 2 years

Review Source: Capterra

Ease-of-use

3.0

Functionality

3.0

January 2019

10+ Year of Experience

The basic purpose of this CRM is for customer management. This is something huge in our company to control and evaluate leads vs. sales. This software helps to solve this for us. While it is effective, the price and customization have been negatives for us.

Pros

Once set up and configured, very easy to use and navigate. Includes all the features and functions need to have a basic CRM in place, but it requires a lot of customization. If customization isn't required and you are okay with the 'out of the box' approach, I think this CRM gives any basic organization more than they need.

Cons

Our company required, and still requires, some heavy customization of this software. We are still continuing to make improvements as technology changes. The price is hefty. While the price wouldn't be so bad if there was more support on customizations and updates, you still need to hire outside help for improvements. Which, in turn, costs more money.

May 2019

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Time Used: Less than 2 years

Review Source: Capterra

Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

May 2019

Microsoft Dynamics CRM Reveiw

When a sales rep thinks about a CRM, they always think of Salesforce.com first, since this is the most common CRM most sales rep use. When a sales rep makes the move to Microsoft Dynamics CRM, there is some ramp time needed, with the new view and processes that Salesforce.com offers, that Microsoft Dynamics does not. But, with continued usage and get the "day in the life" using Microsoft Dynamics, the sales rep will become comfortable with the tool. They will like the feature of their CRM can now integrate with other Microsoft products, the ability to create dashboards and integration with other key business tools.

Pros

- Integration with Outlook and Office 365 - Ability to create Dashboards and Ad-Hoc reports very easily - Integration with other business tools such as InsideSales.com

Cons

- Send Marketing emails from the CRM using a template is limited and hard to do - Ability to create multiple accounts for the same company/account - No integration between Dynamics CRM and business tool Yesware. If email from Outlook, using Yesware, needs to get logged into Dynamics, this can not be done. Microsoft Dynamics does not offer this feature for Dynamics CRM Office 365 yet

July 2018

Anonymous

Verified Reviewer

Time Used: More than 2 years

Review Source: Capterra

Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

July 2018

Customize: add columns, tables, modify forms, create workflows, etc.

Very stable, customizable, very helpful for the users.

Pros

Easy to customize based on your needs - add new entities (tables), add/remove fields, change the form, hide fields. You can create "javascript" rules with a simple way named 'business rules'. The workflows help you to trigger emails, update, create other records and so on, based on the type of event. Create like 'wizards' in order to guide the user in to the create or update of the record (named: 'business process flow' or you can use Dialogs). If you need something more deep you can code a plugin or workflow, or code javascript if is something for the UI.

Cons

The internet explorer edge it doesn't work well, sometimes you have some issues. Is better use Internet Explorer, Chrome or Firefox (Opera is not good for Dynamics). Careful with the javascript, sometimes could be tricky in Chrome and Firefox.

January 2019

Robert from Bed Bath & Beyond

Verified Reviewer

Company Size: 10,000+ employees

Industry: Retail

Time Used: More than 2 years

Review Source: Capterra

Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

January 2019

Dynamics is a great tool for keep everything focused and maintained.

Microsoft Dynamics have eased up our work when it comes to track daily progress and monitor sales , mails and other spreadsheets. It's like a whole package with everything intact and bound.

Pros

The overview and dashboard of this tool is quite modern and sleek. It helps me to focus on my work with more efficiency and keeps track of the things in order to put in more improvement in it. We can track the mails, client history , orders , sales and finance matters. Thus , it helps in get rid of all other spreadsheets and spare tools. Every task can easily be performed with it and also can be monitored easily as well.

Cons

Dynamics got great set of tools of which some are quite complicated to use and implement .So it requires a bit of training to get hold on the things and the tools. And for some operations , Microsoft dynamics lacks some functions and tools for which we have to consult some other software.

August 2019

Mario Eduardo from Infosoft International Solutions, Inc.

Verified Reviewer

Company Size: 51-200 employees

Industry: Information Technology and Services

Time Used: More than 2 years

Review Source: Capterra

Ease-of-use

5.0

Value for money

4.0

Customer support

3.0

Functionality

5.0

August 2019

Dynamics must be Dynamic in the Dynamic World

We have been using, implementing, administering and supporting the product for almost 20 years, now. Generally, it has provided returns on investment to almost all our clients for a span of 1 to 3 years. Its value as an ERP is still in. Product-wise, they have kept up in the fast-changing market of business technology. They are here to stay.

Pros

It is really full in functionalities, and the product is scalable to the needs of a diverse market of clients, from small to big, and from one business model to another business model.

Cons

The local support is absent here. There has been virtually no one from the principal side to approach for support. Support tickets are costly especially on simple inquiries that chats can resolve. There are other solutions with this avenue of customer service for year already. What we do get is support from other users in the net, which has been mostly satisfactory so far, but not something as direct as we need it to be.

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